Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Jimison is a financial advisor with over 25 years of experience in the financial services industry. Scott is currently registered with TIAA-CREF Individual & Institutional Services, LLC in Ohio. Previously, Scott worked with a variety of firms including CHARLES SCHWAB & CO., INC. and TD AMERITRADE, INC. Scott has been an active advisor since 1996 and holds various certifications, including the Series 7, Series 63, Series 24 and the SIE.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
OH
05/05/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (BEACHWOOD OH)
OH
07/23/2022 - 04/26/2023
CHARLES SCHWAB & CO., INC. (Orange Village OH)
OH
06/28/2022 - 04/26/2023
TD AMERITRADE, INC. (Orange Village OH)
OH
12/03/2020 - 12/09/2021
EQUITABLE ADVISORS, LLC (HUBBARD OH)
OH
08/07/2013 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BEACHWOOD OH)
OH
09/13/2012 - 07/01/2013
PNC INVESTMENTS (TWINSBURG OH)
OH
06/18/2010 - 09/05/2012
TD AMERITRADE, INC. (BEACHWOOD OH)
OH
10/26/2009 - 06/11/2010
METLIFE SECURITIES INC. (AKRON OH)
OH
03/13/2008 - 09/12/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (AKRON OH)
OH
12/18/2006 - 01/28/2008
KEY INVESTMENT SERVICES LLC (CANFIELD OH)
OH
03/19/2003 - 12/19/2006
NATCITY INVESTMENTS, INC. (STEUBENVILLE OH)
NJ
03/05/1998 - 03/19/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
12/18/1996 - 02/25/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/20/1995 - 11/15/1996
VTR CAPITAL, INC. (NEW YORK NY)
NY
10/11/1994 - 11/21/1995
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 12/24/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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